MASTERINVEST Kapitalanlage GmbH Buys Shares of 9,194 Bristol Myers Squibb Company $BMY

MASTERINVEST Kapitalanlage GmbH purchased a new stake in Bristol Myers Squibb Company (NYSE:BMY) during the second quarter, Holdings Channel.com reports. The firm purchased 9,194 shares of the biopharmaceutical company’s stock, valued at approximately $530,000.

Several other large investors have also recently made changes to their positions in the stock. Davis Asset Management L.P. bought a new stake in Bristol Myers Squibb during the second quarter valued at about $27,000. Swiss RE Ltd. bought a new position in Bristol Myers Squibb in the fourth quarter worth about $25,000. Darwin Wealth Management LLC purchased a new stake in shares of Bristol Myers Squibb during the second quarter valued at about $25,000. Addison Advisors LLC bought a new stake in shares of Bristol Myers Squibb in the 2nd quarter valued at about $32,000. Finally, Bayban purchased a new position in shares of Bristol Myers Squibb in the 4th quarter worth approximately $31,000. 76.41% of the stock is owned by institutional investors.

Bristol Myers Squibb Stock Down 0.5%

BMY stock opened at $66.62 on Friday. The stock has a market capitalization of $136.09 billion, a PE ratio of 14.67, a price-to-earnings-growth ratio of 0.17 and a beta of 0.22. Bristol Myers Squibb Company has a 52 week low of $42.52 and a 52 week high of $68.64. The company has a quick ratio of 1.38, a current ratio of 1.53 and a debt-to-equity ratio of 1.89. The firm has a 50 day moving average of $61.76 and a 200 day moving average of $59.68.

Bristol Myers Squibb (NYSE:BMY) last issued its quarterly earnings results on Thursday, July 30th. The biopharmaceutical company reported $2.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.44. Bristol Myers Squibb had a net margin of 18.87% and a return on equity of 66.90%. The business had revenue of $12.97 billion for the quarter, compared to analyst estimates of $11.74 billion. During the same quarter in the prior year, the business posted $1.46 EPS. Bristol Myers Squibb’s revenue for the quarter was up 5.7% compared to the same quarter last year. Bristol Myers Squibb has set its FY 2026 guidance at 6.750-7.000 EPS. Sell-side analysts forecast that Bristol Myers Squibb Company will post 6.95 earnings per share for the current year.

Bristol Myers Squibb Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd were paid a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a yield of 3.8%. The ex-dividend date was Thursday, July 2nd. Bristol Myers Squibb’s payout ratio is presently 55.51%.

Insider Buying and Selling at Bristol Myers Squibb

In other news, SVP Phil M. Holzer sold 500 shares of the stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $67.50, for a total value of $33,750.00. Following the transaction, the senior vice president directly owned 16,862 shares of the company’s stock, valued at approximately $1,138,185. This represents a 2.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.05% of the company’s stock.

Key Bristol Myers Squibb News

Here are the key news stories impacting Bristol Myers Squibb this week:

• Positive Sentiment: The FDA approved Zenbexus (iberdomide), an oral therapy for adults with relapsed or refractory multiple myeloma when used with Johnson & Johnson’s Darzalex and dexamethasone. As the first approved CELMoD therapy in this setting, Zenbexus provides BMY with another potential oncology growth driver and may help diversify its product portfolio. Will ZENBEXUS’s First-in-Class CELMoD Approval Based on MRD-Negative CR Change Bristol Myers Squibb’s Narrative?
• Positive Sentiment: BMY paid Atrium Therapeutics a $15 million milestone after Atrium delivered a lead RNA compound for an undisclosed cardiovascular indication. The payment signals progress in the collaboration and could strengthen investor confidence in BMY’s cardiovascular research pipeline, although the program remains early-stage and details are limited. Can Atrium Therapeutics’ $15 Million Milestone From Bristol-Myers Squibb Validate its RNA Platform?
• Neutral Sentiment: BMY announced a follow-on study for its deucravacitinib program, indicating continued investment in autoimmune diseases. The update supports the company’s longer-term pipeline strategy but does not yet provide a near-term revenue catalyst. Bristol-Myers Squibb Extends Deucravacitinib Program
• Negative Sentiment: Cytokinetics reported a first-ever Phase 3 success in non-obstructive hypertrophic cardiomyopathy, intensifying competition with BMY’s Camzyos cardiovascular franchise. A successful rival could pressure Camzyos’ longer-term growth prospects. Cytokinetics Scores a First-Ever in Its Rivalry Against Bristol Myers
• Negative Sentiment: BMY ended its partnership with Cellares after determining that the company’s manufacturing platform could not produce Breyanzi at commercial scale. The decision may delay planned capacity expansion for the cell therapy and raises questions about Breyanzi’s ability to meet future demand. Bristol-Myers Squibb’s Cellares Exit Raises Questions Over Breyanzi Growth
• Negative Sentiment: SVP Phil Holzer sold 500 BMY shares for approximately $33,750. The relatively small transaction is unlikely to materially affect fundamentals, but it adds a modest negative signal. Bristol Myers Squibb SVP Phil Holzer Sells 500 Shares

Analysts Set New Price Targets

BMY has been the subject of several recent analyst reports. Truist Financial reiterated a “buy” rating and set a $70.00 price objective (up from $65.00) on shares of Bristol Myers Squibb in a research note on Friday, July 31st. Argus upgraded shares of Bristol Myers Squibb from a “hold” rating to a “buy” rating and set a $75.00 target price for the company in a research note on Wednesday, August 5th. UBS Group lowered shares of Bristol Myers Squibb from a “buy” rating to a “neutral” rating in a report on Wednesday, August 5th. Royal Bank Of Canada increased their price objective on Bristol Myers Squibb from $60.00 to $64.00 and gave the company a “sector perform” rating in a report on Friday, July 31st. Finally, Citigroup reissued a “neutral” rating and issued a $70.00 price objective (up from $66.00) on shares of Bristol Myers Squibb in a research report on Monday, August 3rd. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Bristol Myers Squibb currently has an average rating of “Moderate Buy” and a consensus price target of $66.06.

About Bristol Myers Squibb

Bristol Myers Squibb is a global biopharmaceutical company headquartered in Princeton, New Jersey, focused on discovering, developing and delivering medicines for serious diseases. The company’s core activities include research and development, clinical development, manufacturing and commercialization of prescription pharmaceuticals across multiple therapeutic areas. BMS concentrates on advancing therapies in oncology, hematology, immunology, cardiovascular disease and specialty areas through both small molecules and biologics.

BMS’s marketed portfolio and late‑stage pipeline reflect a strong emphasis on cancer and immune‑mediated conditions.